Smart tables can be found all throughout Formitize and are a convenient way of having your tables display in a way that you would like to be able to view them and the information that you'd like to be able to view in the lists whenever you open certain various tables in the different Formitize areas.
You can also export CSV files from Smart tables now, so that you have your information saved in a table accessible by spreadsheet software.
Smart Tables can be found in the following areas of Formitize:
- CRM Contacts (What information can I have showing when in Contacts?)
- Locations
- Zones
- Lead Pipeline (What information can I find in my Leads Pipeline lists?)
- Jobs
- Active Jobs (What information can I see when viewing the Jobs list?)
- Recurring Job Profiles
- Completed
- Job Type Templates
- Deleted Jobs
- Forms (What can I view in my Saved and Submitted Forms lists?)
- Form Templates
- Submitted Forms
- Saved Forms
- Invoices (What information can I see when viewing Invoices?)
- Quotes
- Purchases
- Assets Register (Can I select what I can view in my Assets List?)
- View Form Templates (What information can I see when viewing my Form Templates list?)
- View Resources (What can I view in my Resources list?)
- Reminders (How can I use Reminders?)
- Users (What information can I see when viewing the Users list?)
- View Users
- User Groups
- Inactive Users
- User Resources
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